Configuring Record Type States (Desktop App)

Overview

Using Define Record Type States editor, you can configure record type states such as:

Add States to a Record Type
Enable/Disable States
Remove States from a Record Type

In this article, you’ll learn how to add, enable/disable, and remove states of a record type.

You can also configure states using the Web App. For more information, click here.

Who should read this?

TopTeam Users

Opening Define Record Types Editor

Alternatively, you can type Configure System Wide States in the How Do I? window to open this editor.

Adding an existing Master State for a record type

Master States are defined states for a record type that are not added to the state list of the record type.

NOTE

You can define master states for record types using the Create a New Master State action.

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Enabling / Disabling States

Disable a State when you temporarily do not want to use that State. Disabling does not delete its defined state transitions and corresponding grants.

Removing States

Remove a State when you no longer want to use that State. Please keep in mind that when you remove a State, all its defined state transitions and corresponding grants are also deleted.

Defining System-wide Master States (Desktop App)

Configuring Record Type States (Web App)

Revised: February 8th, 2024